Client Service Representative Jobs in USA

Guiding Financial is a boutique RIA based in Austin TX operating as a quasifamily office for ultrahigh-net-worth families. We provide disciplined investment management grounded in evidence-based principles alongside comprehensive wealth planning including tax estate cash flow risk management and phi...

Job Title: Client Services AssociateReports To: The Client Services Associate will report to the Client Services Supervisor Client Services Manager or equivalent leadership.Typical Work Schedule: Mondays to Fridays; 8:00AM - 5:00PMWhere Great Service Meets Seamless OperationsThe Client Services Asso...

Peapack Private Bank & Trust is a well-recognized high-performing boutique bank and a leader in wealth lending and deposit solutions. We provide a broad range of sought-after products and services designed to help our clients establish maintain and grow their legacy through an innovative approach to...

SummaryThis position provides licensed administrative support to an experienced team of Financial Advisors. This position serves as a resource to Financial Advisors and client/members in handling researching and communicating inquiries regarding their accounts and supports the daily operations of th...

The Client Service Associate - Operations provides operational support to our Wealth Managers and/or Principals providing services for 100 to 200 clients. The Client Associate is a key member of the service team for each client and serves as the liaison that facilitates the relationship between the...

Nardis Advisors is a growing independent financial advisory firm founded in 2009 and we are seeking a Permanently Remote Operations and Client Service Managerwho takes ownership drives execution and ensures that both tasksand peoplemove forward.This is a hands-on role at the center of the firm. Youl...

Application Deadline:05/30/2026Address:180 Montgomery St.Job Family Group:Wealth Sales & ServiceProvides support and product expertise for the financial planning business development sales and service delivered by wealth advisors and relationship managers. Services relationships in the assigned port...

About Wealth EnhancementWealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the st...

The Institutional Client Service Associate (CSA) is a client service role supporting the North America institutional business. The CSA partners closely with Client Service Advisors Insurance Client Advisors the broader Client Service team and portfolio management and resources across the firm (opera...

About the Role:Grade Level (for internal use):08The Team:As part of the Limited Partner Market Data Services (LP MDS) team you will play a critical role in ensuring the delivery of superior service to our clients. This client-facing position involves overseeing a range of functions utilizing consist...

Peapack Private Bank & Trust is a well-recognized high-performing boutique bank and a leader in wealth lending and deposit solutions. We provide a broad range of sought-after products and services designed to help our clients establish maintain and grow their legacy through an innovative approach to...

About Wealth EnhancementWealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the st...

Overview:Guidepoints Client Service team connects leading consultancies with the subject-matter experts they need to make informed business decisions. By understanding each clients specific research needs and delivering targeted expert matches often within hours the team plays a critical role in pro...

Overview:Guidepoints Client Service teams are passionate about expanding our reach with both new and existing clients. We support all of Guidepoints service offerings helping to build relationships and communicate how Guidepoint helps clients stay informed and make better business decisions. Our tea...

This position will directly support banks clients internal and external to accurately process transaction requests which will require strong written and verbal communication. A broad knowledge of products and services that the bank offers is required. **This position will work onsite in our Balla...

Veterinary Assistant / Client Service CoordinatorSheridan Pet Care Sheridan WYEvery pet has a story and we want to be a part of it.Sheridan Pet Care is not just another veterinary clinic! We are a bond-centered relationship-based practice built on connection compassion and community impact.We are s...

Why Work at Mercer AdvisorsFor 40 years Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How By integrating financial planning investment management tax estate insurance and more all managed by a single team. Today we proudly serve over 31300 families...

Overview:Guidepoints Client Service teams are passionate about expanding our reach with both new and existing clients. We support all of Guidepoints service offerings helping to build relationships and communicate how Guidepoint helps clients stay informed and make better business decisions. Our tea...

DescriptionStep into a pivotal role at JPMorganChase where your expertise in client service management will shape the future of our operations. Youll have the opportunity to grow your career while making a significant impact on our business. Join a team that values innovation collaboration and conti...

Job Title: Client Services AssociateReports To: The Client Services Associate will report to the Client Services Supervisor Client Services Manager or equivalent leadership.Typical Work Schedule: Mondays to Fridays; 8:30AM - 5:30PMWhere Great Service Meets Seamless OperationsThe Client Services Asso...